Michael leads the Wealth Strategy team at Janney, focusing on helping Financial Advisors serve the financial planning needs of Janney’s most complex clients.

Michael was previously with Osaic, where he led a team delivering advanced planning solutions to financial professionals as a Vice President in the High Net Worth Planning Services Group. Prior to Osaic, Michael served as a member of the Pennsylvania House of Representatives for Pennsylvania’s 150th District in Montgomery County. Before being elected to public office, Michael held senior leadership positions at Vanguard and was a partner at a Philadelphia-area law firm specializing in estate and business planning. Michael began his career in financial services as a certified public accountant in the tax department at Deloitte & Touche in Philadelphia.

Personal Background

Michael earned a B.B.A. in Accounting from the University of Notre Dame, a J.D. from Widener University School of Law, and an LL.M. in Taxation from Villanova University School of Law. He holds the Series 7, 24, 51, 63, and 65 licenses. Michael currently resides in Royersford, Pennsylvania, with his wife, Amy, and their four children.